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JPMorgan Chase
JPM

Overview Fund Activity

1,899 hedge funds and large institutions have $159B invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 883 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-41
Holders Change %
-2.11%
% of All Funds
50.68%
Holding in Top 10
315
Holding in Top 10 Change
-129
Holding in Top 10 Change %
-29.05%
% of All Funds
8.41%
New
101
Increased
883
Reduced
721
Closed
118
Calls
$2.04B
Puts
$1.8B
Net Calls
+$245M
Net Calls Change
+$760M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$440M
2
Primecap Management
Primecap Management
California
+$368M
3
Franklin Resources
Franklin Resources
California
+$337M
4
Capital World Investors
Capital World Investors
California
+$189M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$177M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.51B
2
Bank of America
Bank of America
North Carolina
-$468M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$200M
4
O
OppenheimerFunds
New York
-$198M
5
Harris Associates
Harris Associates
Illinois
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1701
Crestwood Advisors Group
Massachusetts
$295K -$149K -2,525 -34%
PAG
1702
Pinnacle Advisory Group
Maryland
$295K +$295K +4,990 New
HPWM
1703
Highland Private Wealth Management
Washington
$295K +$295K +4,993 New
PCMC
1704
Paragon Capital Management (Colorado)
Colorado
$294K – – –
SWA
1705
SFMG Wealth Advisors
Texas
$293K -$40.3K -679 -12%
EAM
1706
Evanson Asset Management
California
$293K -$36.8K -622 -11%
BFA
1707
Beaumont Financial Advisors
Massachusetts
$292K -$49.3K -815 -14%
VIA
1708
Vantage Investment Advisors
Pennsylvania
$291K +$41K +692 +16%
PG
1709
Proffitt & Goodson
Tennessee
$288K +$13.6K +230 +5%
BOS
1710
Bingham Osborn & Scarborough
California
$288K +$27.9K +470 +11%
LRIC
1711
Long Road Investment Counsel
Michigan
$286K – – –
DWM
1712
Destination Wealth Management
California
$282K – – –
SIM
1713
Sadoff Investment Management
Wisconsin
$277K +$9.07K +153 +3%
LI
1714
LVZ Inc
Michigan
$273K – – –
IT
1715
Independence Trust
Tennessee
$272K -$29K -489 -10%
CL
1716
Croft-Leominster
Maryland
$269K -$2.78K -47 -1%
B
1717
Bellecapital
Switzerland
$269K – – –
UAS
1718
United Asset Strategies
New York
$268K -$64.8K -1,094 -19%
PSC
1719
Prentiss Smith & Co
Vermont
$267K -$14.8K -250 -5%
HI
1720
HBK Investments
Texas
$266K -$3.19M -53,852 -92%
PRHC
1721
P.R. Herzig & Co
New York
$265K +$265K +4,475 New
RSVP
1722
Ramsay Stattman Vela & Price
Colorado
$264K – – –
TPW
1723
Tiller Private Wealth
Pennsylvania
$264K +$34.1K +575 +15%
ARMC
1724
American Research & Management Company
Massachusetts
$262K – – –
MCM
1725
MV Capital Management
Maryland
$262K +$25.4K +428 +11%
67 68
69
70 71